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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,455 | $107,666+137.3% | $102,184+150.0% | $154,746+65.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 17.27% | 29.33%-12.1pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $925 | $3,846-76.0% | $3,594-74.3% | $4,379-78.9% |
| Participant deferral / active EE | $8,237 | $8,719-5.5% | $8,309-0.9% | $6,730+22.4% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |